Sending, Accepting and Rejecting Proposal Invoices

• Sending, Accepting and Rejecting Proposal Invoices
  • Restrictions on Authorised Proposal Invoices
  • Restrictions on Sent Proposal Invoices

A proposal invoice is processed in the same manner as a production invoice up to the point of becoming authorised. Once authorised, a proposal invoice can be cancelled and unauthorised, in the manner of a production Invoice. However, the only other action available is that the proposal invoice is marked as sent. In real terms, this means the proposal invoice was emailed or delivered to the customer during the authorisation process, and the sent status acknowledges that.

Restrictions on Authorised Proposal Invoices

After a proposal invoice is authorised, it can be sent only.

Restrictions on Sent Proposal Invoices

After a proposal invoice is sent, it can be marked as accepted or marked as rejected only.

An accepted proposal invoice informs the laboratory that they can proceed to create a production job by copying the proposal job, or by using a job template. Note that acceptance of a proposal job may entail other facets that are important to the customer, for example, report format, reporting parameters, and so on. Some, or all, of these may require customer acceptance.

The recipient of a proposal invoice may reject it. In this case, the laboratory is informed and it is marked as rejected.

Given it is not possible to adjust a sent invoice, in the case where an adjustment is requested, a new proposal invoice must be created and sent.